{"id":4742,"date":"2025-10-30T20:37:58","date_gmt":"2025-10-30T20:37:58","guid":{"rendered":"https:\/\/altruist.com\/?post_type=events&#038;p=4742"},"modified":"2026-07-14T11:05:40","modified_gmt":"2026-07-14T15:05:40","slug":"scaling-personalization","status":"publish","type":"events","link":"https:\/\/altruist.com\/events\/scaling-personalization\/","title":{"rendered":"Scaling personalization"},"content":{"rendered":"<section class=\"wp-block-group alignfull is-full-width-group is-vertical is-content-justification-stretch is-layout-flex wp-container-core-group-is-layout-1f2ed268 wp-block-group-is-layout-flex has-background\" style=\"min-height:100vh;background-image:url('https:\/\/altruist.com\/wp-content\/uploads\/2025\/10\/01-Altruist-MyriamWares-1-scaled.png');background-position:56.00000000000001% 54%;background-size:cover;padding:var(--wp--preset--spacing--2400) var(--wp--preset--spacing--1600)\"><div class=\"wp-block-group is-vertical is-content-justification-stretch is-layout-flex wp-container-core-group-is-layout-5621715d wp-block-group-is-layout-flex\">\n<h1 class=\"wp-block-heading has-text-align-center remove-br-mobile has-background-color has-text-color has-display-none-mobile\" style=\"margin-bottom:var(--wp--preset--spacing--1600)\" id=\"scaling-personalization\">Scaling personalization<\/h1>\n<\/div>\n<\/section>\n\n\n<div class=\"wp-block-group has-global-padding is-horizontal is-layout-constrained wp-block-group-is-layout-constrained has-display-none has-display-none-mobile has-display-none-desktop\" style=\"padding:var(--wp--preset--spacing--1200) 0\">\n<h4 class=\"wp-block-heading\" style=\"border-radius:0px;border-top-color:#000000;border-top-width:8px;margin-bottom:var(--wp--preset--spacing--1200);padding-top:var(--wp--preset--spacing--800)\" id=\"scaling-personalizationhow-to-simplify-custom-portfolio-creation\">Scaling personalization:<br>How to simplify custom portfolio creation<\/h4>\n\n\n<div style=\"height:2px\" aria-hidden=\"true\" class=\"wp-block-spacer has-black-background-color has-background\"><\/div>\n\n\n<div class=\"wp-block-columns is-layout-flex wp-container-core-columns-is-layout-1ee2282c wp-block-columns-is-layout-flex is-stacked-on-mobile\" data-columns=\"2\" style=\"--columns:2\">\n<div class=\"wp-block-column is-layout-flow wp-block-column-is-layout-flow\" style=\"padding-top:var(--wp--preset--spacing--600);flex-basis:60%\">\n<p class=\"wp-block-paragraph has-black-color has-text-color has-link-color has-paragraph-1-font-size wp-elements-3796372f37988a796787ea01b6be2e6f\" style=\"\">Date and time<\/p>\n\n\n<p class=\"wp-block-paragraph has-foreground-color has-text-color has-link-color has-paragraph-1-font-size wp-elements-6d33f7da9519abf786de16cbd6025a0b\" style=\"font-style:normal;font-weight:700\">Thursday, November 20, 2025<br>&#8232;<strong>10 am PT \/ 1 pm ET<\/strong><\/p>\n\n\n<p class=\"wp-block-paragraph has-paragraph-1-font-size\" style=\"\">Learn how advisors on the Altruist Platform can access Main Management &mdash; a top-tier investment strategist offering complimentary model support to help you deliver more personalized portfolios.&#8232;<\/p>\n\n\n<p class=\"wp-block-paragraph has-paragraph-1-font-size\" style=\"\">In this webinar, you&rsquo;ll see how Main Management&rsquo;s custom investment models align with Altruist&rsquo;s Unified Managed Account (UMA) technology and portfolio tools, including:<\/p>\n\n\n<ul style=\"margin:var(--wp--preset--spacing--800) 0 var(--wp--preset--spacing--800) var(--wp--preset--spacing--1200)\" class=\"wp-block-list wp-block-list\">\n<li>Automated rebalancing to keep portfolios aligned with client goals<\/li>\n\n\n\n<li>Tax optimization to help improve after-tax outcomes<\/li>\n\n\n\n<li>Household-level management for more holistic portfolio oversight<\/li>\n<\/ul>\n\n\n<p class=\"wp-block-paragraph has-paragraph-1-font-size\" style=\"\">Together, these capabilities help advisors deliver more personalized portfolios and stronger outcomes for clients.<\/p>\n\n\n<p class=\"wp-block-paragraph has-paragraph-1-font-size\" style=\"\"><br>The Altruist Platform &mdash; empowering advisors with flexibility, efficiency, and advanced UMA functionality.<\/p>\n\n\n<p class=\"wp-block-paragraph has-paragraph-1-font-size\" style=\"\">Main Management &mdash; providing institutional-caliber custom model solutions designed to elevate your practice.<\/p>\n<\/div>\n\n\n\n<div class=\"wp-block-column is-layout-flow wp-block-column-is-layout-flow\" style=\"flex-basis:40%\">\n<div class=\"wp-block-group is-layout-flow wp-block-group-is-layout-flow has-max-width\" style=\"--max-width:200px;--max-width-desktop:300px\">\n<div class=\"wp-block-leadin-hubspot-form-block\">\n\t\t\t\t\t\t<script>\n\t\t\t\t\t\t\twindow.hsFormsOnReady = window.hsFormsOnReady || [];\n\t\t\t\t\t\t\twindow.hsFormsOnReady.push(()=>{\n\t\t\t\t\t\t\t\thbspt.forms.create({\n\t\t\t\t\t\t\t\t\tportalId: 4826914,\n\t\t\t\t\t\t\t\t\tformId: \"e85a0263-3772-4e9c-ad82-6f4534cf8f3e\",\n\t\t\t\t\t\t\t\t\ttarget: \"#hbspt-form-1785203929000-7622282642\",\n\t\t\t\t\t\t\t\t\tregion: \"na1\",\n\t\t\t\t\t\t\t\t\t\n\t\t\t\t\t\t\t})});\n\t\t\t\t\t\t<\/script>\n\t\t\t\t\t\t<div class=\"hbspt-form\" id=\"hbspt-form-1785203929000-7622282642\"><\/div><\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n\n\n<div class=\"wp-block-group has-global-padding is-horizontal is-layout-constrained wp-block-group-is-layout-constrained\" style=\"margin:var(--wp--preset--spacing--2400) 0\">\n<h2 class=\"wp-block-heading\" style=\"margin-bottom:var(--wp--preset--spacing--1200)\" id=\"watch-the-replay\">Watch the replay<\/h2>\n\n\n\n<div style=\"position: relative; padding-bottom: 64.59731543624162%; height: 0;\"><iframe src=\"https:\/\/www.loom.com\/embed\/78d5ff8853e642cda11f24a76940b0b1\" frameborder=\"0\" webkitallowfullscreen mozallowfullscreen allowfullscreen style=\"position: absolute; top: 0; left: 0; width: 100%; height: 100%;\"><\/iframe><\/div>\n\n\n<p class=\"wp-block-paragraph has-grey-text-color has-text-color has-link-color has-small-font-size wp-elements-4b35ae020da99ff20ccf920488ae3605\" style=\"margin-top:var(--wp--preset--spacing--1200)\">Altruist and our affiliates did not pay for this testimonial, but we do earn revenue from financial advisors who use our platform. This customer review may not represent the experience of others and it isn&rsquo;t a guarantee of results.<\/p>\n\n\n<p class=\"wp-block-paragraph has-grey-text-color has-text-color has-link-color has-small-font-size wp-elements-a6cd35c1cf8b4938daae6492e316f067\" style=\"\">Altruist Corp (&ldquo;Altruist&rdquo;) offers technology and tools designed to help financial advisors achieve better outcomes. Advisory services are provided by Altruist LLC, an SEC-registered investment adviser, and brokerage related products and services are provided by Altruist Financial LLC, a member of&nbsp;<a href=\"https:\/\/www.finra.org\/#\/\" target=\"_blank\" rel=\"noreferrer noopener\">FINRA<\/a>\/<a href=\"https:\/\/www.sipc.org\/\" target=\"_blank\" rel=\"noreferrer noopener\">SIPC.<\/a>&nbsp;Commission-free trading means $0 commission trades placed in brokerage accounts via web or mobile devices. Other fees may still apply. Please see the&nbsp;<a href=\"https:\/\/altruist.com\/legal\" target=\"_blank\" rel=\"noreferrer noopener\">Altruist Financial Fee Schedule<\/a>&nbsp;to learn more. By using this website, you understand the information being presented is provided for informational purposes only and agree to our&nbsp;<a href=\"https:\/\/altruist.com\/terms\/\" target=\"_blank\" rel=\"noreferrer noopener\">Terms of Use<\/a>&nbsp;and&nbsp;<a href=\"https:\/\/altruist.com\/legal\" target=\"_blank\" rel=\"noreferrer noopener\">Privacy Policy<\/a>. Nothing in this communication should be construed as an offer, recommendation, or solicitation to buy or sell any security. Additionally, Altruist or its affiliates do not provide tax advice and investors are encouraged to consult with their personal tax advisors. All investing involves risk, including the possible loss of money you invest, and past performance does not guarantee future performance. Historical returns, expected returns, and probability projections are provided for informational and illustrative purposes, and may not reflect actual future performance.<\/p>\n\n\n<p class=\"wp-block-paragraph has-grey-text-color has-text-color has-link-color has-small-font-size wp-elements-ef8ae6fc9742c9525cd7cfc2d30b0a03\" style=\"\">Clearing and custody of securities provided by Altruist Financial LLC. Check the background of Altruist Financial LLC on FINRA&rsquo;s&nbsp;<a href=\"https:\/\/brokercheck.finra.org\/\">BrokerCheck<\/a><\/p>\n<\/div>\n\n\n<div class=\"wp-block-group has-global-padding is-layout-constrained wp-block-group-is-layout-constrained\">\n<h4 class=\"wp-block-heading\" style=\"margin-bottom:var(--wp--preset--spacing--1600)\" id=\"speakers\">Speakers<\/h4>\n\n\n<div class=\"wp-block-columns is-layout-flex wp-container-core-columns-is-layout-1ee2282c wp-block-columns-is-layout-flex is-stacked-on-mobile\" data-columns=\"2\" style=\"--columns:2\">\n<div class=\"wp-block-column is-layout-flow wp-block-column-is-layout-flow\">\n<div class=\"wp-block-group is-nowrap is-layout-flex wp-container-core-group-is-layout-2a44ab22 wp-block-group-is-layout-flex\">\n<figure class=\"wp-block-image size-full is-resized has-custom-border is-style-rounded is-style-rounded--1\" style=\"border-radius:300px\"><img loading=\"lazy\" decoding=\"async\" width=\"204\" height=\"204\" src=\"https:\/\/cdn.prod.altruistnet.tech\/wp-content\/uploads\/2025\/10\/jacob.png\" alt=\"\" class=\"wp-image-4744\" style=\"border-radius:300px;width:80px\" srcset=\"https:\/\/cdn.prod.altruistnet.tech\/wp-content\/uploads\/2025\/10\/jacob.png 204w, https:\/\/cdn.prod.altruistnet.tech\/wp-content\/uploads\/2025\/10\/jacob-150x150.png 150w\" sizes=\"auto, (max-width: 204px) 100vw, 204px\" \/><\/figure>\n\n\n<div class=\"wp-block-group has-global-padding is-layout-constrained wp-block-group-is-layout-constrained\">\n<p class=\"wp-block-paragraph has-grey-text-color has-text-color has-link-color has-paragraph-1-font-size wp-elements-b36b6f8328c86ca62c97ac7e5dd91394\" style=\"font-style:normal;font-weight:700\"><strong>Jacob Walther<\/strong><\/p>\n\n\n<p class=\"wp-block-paragraph \" style=\"\">Senior Portfolio Specialist, Altruist<\/p>\n<\/div>\n<\/div>\n<\/div>\n\n\n\n<div class=\"wp-block-column is-layout-flow wp-block-column-is-layout-flow\"><\/div>\n<\/div>\n\n\n<div class=\"wp-block-columns is-layout-flex wp-container-core-columns-is-layout-084b81db wp-block-columns-is-layout-flex is-stacked-on-mobile\" style=\"margin:var(--wp--preset--spacing--600) 0;--columns:2\" data-columns=\"2\">\n<div class=\"wp-block-column is-layout-flow wp-block-column-is-layout-flow\">\n<div class=\"wp-block-group is-nowrap is-layout-flex wp-container-core-group-is-layout-2a44ab22 wp-block-group-is-layout-flex\">\n<figure class=\"wp-block-image size-full is-resized has-custom-border is-style-rounded is-style-rounded--2\" style=\"border-radius:300px\"><img loading=\"lazy\" decoding=\"async\" width=\"204\" height=\"204\" src=\"https:\/\/cdn.prod.altruistnet.tech\/wp-content\/uploads\/2025\/10\/Darol.png\" alt=\"\" class=\"wp-image-4746\" style=\"border-radius:300px;width:80px\" srcset=\"https:\/\/cdn.prod.altruistnet.tech\/wp-content\/uploads\/2025\/10\/Darol.png 204w, https:\/\/cdn.prod.altruistnet.tech\/wp-content\/uploads\/2025\/10\/Darol-150x150.png 150w\" sizes=\"auto, (max-width: 204px) 100vw, 204px\" \/><\/figure>\n\n\n<div class=\"wp-block-group has-global-padding is-layout-constrained wp-block-group-is-layout-constrained\">\n<p class=\"wp-block-paragraph has-grey-text-color has-text-color has-link-color has-paragraph-1-font-size wp-elements-9adaef6df8f9689f71b84a8e2a707536\" style=\"font-style:normal;font-weight:700\"><strong>Darol Ryan<\/strong><\/p>\n\n\n<p class=\"wp-block-paragraph \" style=\"\">Managing Partner, Main Management<\/p>\n<\/div>\n<\/div>\n<\/div>\n\n\n\n<div class=\"wp-block-column is-layout-flow wp-block-column-is-layout-flow\">\n<div class=\"wp-block-group is-nowrap is-layout-flex wp-container-core-group-is-layout-2a44ab22 wp-block-group-is-layout-flex\">\n<figure class=\"wp-block-image size-full is-resized has-custom-border is-style-rounded is-style-rounded--3\" style=\"border-radius:300px\"><img loading=\"lazy\" decoding=\"async\" width=\"204\" height=\"204\" src=\"https:\/\/cdn.prod.altruistnet.tech\/wp-content\/uploads\/2025\/10\/James.png\" alt=\"\" class=\"wp-image-4748\" style=\"border-radius:300px;width:80px\" srcset=\"https:\/\/cdn.prod.altruistnet.tech\/wp-content\/uploads\/2025\/10\/James.png 204w, https:\/\/cdn.prod.altruistnet.tech\/wp-content\/uploads\/2025\/10\/James-150x150.png 150w\" sizes=\"auto, (max-width: 204px) 100vw, 204px\" \/><\/figure>\n\n\n<div class=\"wp-block-group has-global-padding is-layout-constrained wp-block-group-is-layout-constrained\">\n<p class=\"wp-block-paragraph has-grey-text-color has-text-color has-link-color has-paragraph-1-font-size wp-elements-1ca170bc50ec111596fc1574daa7c81b\" style=\"font-style:normal;font-weight:700\"><strong>James Maxwell<\/strong><\/p>\n\n\n<p class=\"wp-block-paragraph \" style=\"\">Director, Main Management<\/p>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n\n\n\n<style>\n.wp-block-site-logo {\ndisplay:none !important;\n}\n@media (max-width: 819px) {\n    footer .is-logo-section__logo {\n        min-height: 140px !important;\n    }\n}\n<\/style>\n\n\n<p class=\"wp-block-paragraph \" style=\"\"><\/p>\n","protected":false},"excerpt":{"rendered":"<p>Scaling personalization Scaling personalization:How to simplify custom portfolio creation Date and time Thursday, November 20, 2025&#8232;10 am PT \/ 1 pm ET Learn how advisors on the Altruist Platform can access Main Management &mdash; a top-tier investment strategist offering complimentary model support to help you deliver more personalized portfolios.&#8232; In this webinar, you&rsquo;ll see how &hellip;<\/p>\n","protected":false},"featured_media":4743,"template":"white-top-nav-with-logo-and-footer","meta":{"content-type":"November 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portfolio creation Date and time Thursday, November 20, 2025&#8232;10 am PT \/ 1 pm ET Learn how advisors on the Altruist Platform can access Main Management &mdash; a top-tier investment strategist offering complimentary model support to help you deliver more personalized portfolios.&#8232; In this webinar, you&rsquo;ll see how &hellip;\" \/>\n<meta property=\"og:url\" content=\"https:\/\/altruist.com\/events\/scaling-personalization\/\" \/>\n<meta property=\"og:site_name\" content=\"Altruist\" \/>\n<meta property=\"article:modified_time\" content=\"2026-07-14T15:05:40+00:00\" \/>\n<meta property=\"og:image\" content=\"https:\/\/cdn.prod.altruistnet.tech\/wp-content\/uploads\/2025\/10\/01-Altruist-MyriamWares-1-1024x581.png\" \/>\n\t<meta property=\"og:image:width\" content=\"1024\" \/>\n\t<meta property=\"og:image:height\" content=\"581\" \/>\n\t<meta property=\"og:image:type\" content=\"image\/png\" \/>\n<meta name=\"twitter:card\" content=\"summary_large_image\" \/>\n<meta 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